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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,666 | $80,812+279.5% | $160,784+90.7% | $82,448+272.0% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.0%-7.0pp | 68.1%+1.9pp |
| Annual return | 12.36% | 100.59%-88.2pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,666 | $2,174+22.6% | $3,733-28.6% | $2,551+4.5% |
| Participant deferral / active EE | $7,462 | $4,335+72.1% | $6,293+18.6% | $4,139+80.3% |
| Admin fee / account holder | $23,559 | $7,695+206.2% | $9,717+142.5% | $7,234+225.7% |